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Autodesk

1,161 hedge funds and large institutions have $47.7B invested in Autodesk in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 85

22% more capital invested

Capital invested by funds: $39.1B → $47.7B (+$8.59B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 1,0751,161 (+86)

3.65% more ownership

Funds ownership: 87.85%91.5% (+3.6%)

1% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 406

3% less call options, than puts

Call options by funds: $679M | Put options by funds: $697M

Holders
1,161
Holders Change
+86
Holders Change %
+8%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
187
Increased
409
Reduced
406
Closed
85
Calls
$679M
Puts
$697M
Net Calls
-$18.1M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
801
New World Advisors
Massachusetts
$361K +$8.21K +38 +3%
PI
802
PFG Investments
New York
$360K +$319K +1,479 New
1WA
803
180 Wealth Advisors
Washington
$356K +$328K +1,520 New
WBG
804
Wharton Business Group
Pennsylvania
$352K
HH
805
Hilltop Holdings
Texas
$351K -$3.67K -17 -1%
CWM
806
Connecticut Wealth Management
Connecticut
$350K +$17.7K +82 +6%
VFA
807
Valeo Financial Advisors
Indiana
$347K +$73.4K +340 +31%
SP
808
Symmetry Partners
Connecticut
$346K -$54.4K -252 -15%
SCM
809
SOL Capital Management
Maryland
$346K
PFPT
810
Pinnacle Financial Partners (Tennessee)
Tennessee
$345K +$306K +1,415 New
FWCM
811
Ferguson Wellman Capital Management
Oregon
$343K -$3.02K -14 -1%
BC
812
Broadwater Capital
Massachusetts
$341K +$302K +1,400 New
BAWC
813
Boyce & Associates Wealth Consulting
Texas
$336K
GT
814
Glenview Trust
Kentucky
$333K +$73.6K +341 +33%
NCM
815
Narwhal Capital Management
Georgia
$332K -$692K -3,204 -70%
ETIA
816
Epic Trust Investment Advisors
Washington
$331K +$10.6K +49 +4%
HTC
817
Haverford Trust Company
Pennsylvania
$328K -$104K -481 -26%
CTC
818
Central Trust Company
Missouri
$327K +$19.9K +92 +7%
BIG
819
Brooklyn Investment Group
New York
$325K +$288K +1,336 New
DWM
820
Dakota Wealth Management
Florida
$323K +$34.8K +161 +14%
SWP
821
Stratos Wealth Partners
Ohio
$322K -$26.8K -124 -9%
FCP
822
Fidelis Capital Partners
Florida
$321K +$29.4K +136 +11%
BFM
823
Boston Financial Management
Massachusetts
$321K
CFB
824
Cullen/Frost Bankers
Texas
$320K -$140K -649 -33%
KP
825
Keel Point
Alabama
$318K +$19.9K +92 +8%

ADSK Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q4 2023, worth a combined $47.7B — up 22% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new ADSK positions and 85 closed out — a net gain of 102 holders — while 409 added to existing stakes and 406 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $523M. The largest seller was AllianceBernstein, cutting an estimated $166M.

  • 1,161 institutional investors held Autodesk (ADSK) as of Q4 2023, up from 1,075 in Q3 2023.
  • Funds reported $47.7B of Autodesk stock for Q4 2023, up 22% quarter-over-quarter.
  • 187 funds opened new Autodesk positions in Q4 2023 and 85 closed out, a net change of +102 holders.
  • The largest Autodesk buyer in Q4 2023 was Morgan Stanley, an estimated $523M added.
  • The largest Autodesk seller in Q4 2023 was AllianceBernstein, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2023.